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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,681 | $94,439+68.0% | $73,658+115.4% | $154,746+2.5% |
| Participation rate | 45.5% | 64.7%-19.2pp | 57.0%-11.6pp | 80.7%-35.2pp |
| Annual return | 16.96% | 28.25%-11.3pp | 29.72%-12.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,402 | $2,527+74.2% | $2,062+113.5% | $6,730-34.6% |
| Admin fee / account holder | $565 | $3,843-85.3% | $3,357-83.2% | $14,365-96.1% |